First Trust Advisors
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First Trust Advisors’s Health Catalyst HCAT Stock Holding History

First Trust Advisors’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,408
Closed -$272K – 2541
2022
Q1 		$272K Sell
10,408
-11,323
-52% -$321K ﹤0.01% 2392
2021
Q4 		$861K Sell
21,731
-93,262
-81% -$4.25M ﹤0.01% 2113
2021
Q3 		$5.75M Buy
114,993
+79,894
+228% +$4.36M 0.01% 1232
2021
Q2 		$1.95M Sell
35,099
-24,437
-41% -$1.3M ﹤0.01% 1820
2021
Q1 		$2.78M Buy
59,536
+13,376
+29% +$648K ﹤0.01% 1594
2020
Q4 		$2.01M Buy
+46,160
New +$1.7M ﹤0.01% 1573

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return